Contract - Budget Approvals

Contracts include the ability to set up Budgets and have an approval hierarchy so that changes to Budgets require approval. For more information on setting up Contract Budget Approvals, and Budgets, see: Contract Card > Budget FastTab

Once a Budget is created and submitted for approval, the approvers can approve or reject the Contract Budget in the Budget Approval page found in the Role Center > Activities > Approvals & Activities > Budget Approval.

The approval process works in a similar fashion as Time or Expense Approvals. Filters can be entered at the top of the page to restrict the Change Order budgets that appear in the lower portion of the page. Filters include:

  • Start Date
  • End Date
  • View As (options to select Change Orders requiring Level 1, Level 2 or Level 3 approvals).
  • Contract No.
  • Project No.
  • Customer No.
  • Change Order No.

As filter criteria is selected at the top of the page, the results at the bottom of the page dynamically update. Use the options in the Ribbon at the top of the page to further process the Change Order Budget Approvals:

  1. Approve: Select this option to approve the selected Budget Version.

  2. Reject: Select this option to reject the selected Budget Version.